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Portfolio (Quarterly) Guide ↗

Penobscot Investment Management Company, Inc.

· CIK 0001394866
13F Portfolio $1.3B AUM 311 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 65 Added 115 Reduced 15 Exited
Page 15 of 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 XLV SELECT SECTOR SPDR TR 1,812.0 $266K 0.02% +100.0 +5.8% $146.59 +1.5%
282 SDY SPDR SERIES TRUST 1,787.0 $261K 0.02% $145.90 +2.8%
283 ED CONSOLIDATED EDISON INC Utilities 2,300.0 $260K 0.02% $113.18 -4.6%
284 CLX CLOROX CO DEL Consumer Defensive 2,510.0 $260K 0.02% -290.0 -10.4% $103.63 -6.3%
285 IBB ISHARES TR 1,520.0 $257K 0.02% $168.85 +0.6%
286 IBMP ISHARES TR 10,000.0 $254K 0.02% +2K +25.0% $25.44 -0.2%
287 WMB WILLIAMS COS INC Energy 3,471.0 $253K 0.02% $72.78 +4.9%
288 UTMD UTAH MED PRODS INC Healthcare 4,000.0 $248K 0.02% $61.99 +5.7%
289 BROWN FORMAN CORP 9,365.0 $248K 0.02% -675.0 -6.7% $26.44
290 REGN REGENERON PHARMACEUTICALS Healthcare 320.0 $247K 0.02% $772.64 -18.8%
291 CI THE CIGNA GROUP Healthcare 918.0 $245K 0.02% $266.75 +7.1%
292 DFAS DIMENSIONAL ETF TRUST 3,440.0 $245K 0.02% $71.13 +10.6%
293 FDX FEDEX CORP Industrials 683.0 $243K 0.02% NEW $356.18 +15.6%
294 XLI SELECT SECTOR SPDR TR 1,460.0 $236K 0.02% -400.0 -21.5% $161.68 +7.8%
295 SHEL SHELL PLC Energy 2,523.0 $235K 0.02% NEW $92.99 -9.9%
296 IWV ISHARES TR 626.0 $232K 0.02% $370.68 +14.8%
297 STIP ISHARES TR 2,243.0 $232K 0.02% $103.43 +0.0%
298 TM TOYOTA MOTOR CORP Consumer Cyclical 1,102.0 $227K 0.02% $206.09 -7.8%
299 SCHA SCHWAB STRATEGIC TR 7,591.0 $221K 0.02% $29.08 +16.9%
300 CVS CVS HEALTH CORP Healthcare 3,061.0 $220K 0.02% -200.0 -6.1% $71.82 +28.2%
Page 15 of 16  ·  311 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.0%
Financial Services 17.9%
Industrials 12.4%
Healthcare 11.0%
Consumer Cyclical 7.7%
Communication Services 6.9%
Consumer Defensive 5.4%
Basic Materials 2.9%
Utilities 2.6%
Energy 2.3%